Lyron
@lyronctk
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founder @SeismicSys // it's a baaad day to be a server rookie years @stanford @google
New York, NY
Joined August 2021
> Crypto is for payments and defi > Crypto is for making markets Accurate when we were small. Now similar vibe to “internet is for communication” Crypto's already delivered a handful of differentiated user experiences. Many more to come WOOO
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Just spoke to a buddy of mine whose app volume I think is going to be a vertical line by next month. Said something striking When he chose which chain to deploy on, 99% of his decision was based on how deep their on-/off-ramp integration was in their target regions
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Congrats big brother! You put on a masterclass with OpenPay. It was awesome seeing it rip in real time. Huge pickup by @airwallex- I'm massively long.
OpenPay joined @airwallex , and I couldn’t be more excited. We started the company 2.5 years ago with the belief that founders building subscription businesses should only need to use one product to handle all things payments. We began under unique circumstances. Unlike many
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> Robinhood ripping > Fixed hair > Handstand pushups @ pub Vlad reaching chernobyl levels of aura
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Privacy products are the uncool kids at lunch There's pretty much no off-ramp / exchange / custodian / screening provider / etc that wants to sit with you, making it harder to excel But a few big ones are so close to flipping. Privacy inflection point coming soon lads
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Onchain privacy hasn't reached product-market fit because the product wasn't right, not because the market is not there. The product (past onchain privacy solutions) wasn't right primarily due to: 1. Lack of zero-compromise privacy. Privacy cannot come at the cost of access to
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Most people thought privacy adoption was a decade away because everyday crypto was a decade away Turns out we just weren't bullish enough Big boys from the real world are here and every one of them is building around privacy
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The 30IQ solution is just to give more value than you take GTE left because they didn't get enough value from Mega in its current form. If Mega was 1yr into mainnet and ripping, it'd be different Pre-launch is the weakest time period for chains today
megaeth's approach to ecosystem building doesn't work because the bigger a project becomes, the stronger their incentive is to leave the chain. This sends the ecosystem to zero in the long term since they will only be able to retain the worst projects they incubated and not the
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Another company that built a killer traditional fintech service in the US, then used stablecoins to blitz the entire rest of the world Very well could eat Mercury's lunch with this move Huge props to the man of the hour @victorcardenas
We raised $60M for this moment: Introducing Slash Global USD (in partnership w/ @base). It's the first banking platform that lets you open a USD account without an LLC, EIN, or the rampant account closures they call "account safety". It took major legislative changes AND 3
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Competitors like RH / Stripe making more crypto products probably doesn't hurt anyone else's chances Surface area for finance is too large for that to be the case There are dozens of apps that do the exact same thing as Revolut, and all their valuations end with a B
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Info asymmetry in a market is tough to balance Too little and you discourage competition. Too much and bad actors to go wild But TEEs get the best of both worlds. Participants prove good behavior without losing edge (eg @coinwatchdotco) TEEs ==> a more fair financial system
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Many teams build their own consensus clients They do it even though it isn't their core competency. Example: @PlasmaFDN with PlasmaBFT Huge waste of resources for all cases like this Why does this happen? It's because the EVM doesn't have its own "CometBFT". Now it does!
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Stablecoin deal of a lifetime
cloudflare just broke the internet's business model. they launched "pay per crawl" websites can now charge ai crawlers for scraping content. instead of "block all bots" or "let them steal everything," there's option 3: "pay me." why this is a BIG DEAL: every SaaS has valuable
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Others acquiring companies. We're acquiring gongs Improvements in business outcomes are comparable
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Sneak peak into the next generation of crypto ads - normal aesthetic, no hyper-stimulation dopamine bomb - easy value prop, "free phone plan" - zero indication that it's crypto @helium_mobile cooked
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Thrilled to share that I’ve joined @reflection_ai! We’re building superintelligent autonomous systems by co-designing research and product. Today, we’re launching Asimov. As AI benchmarks saturate, evaluation will increasingly live inside real-world products that are
Engineers spend 70% of their time understanding code, not writing it. That’s why we built Asimov at @reflection_ai. The best-in-class code research agent, built for teams and organizations.
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Pump has insane leverage over Solana. Fat app thesis is looking strong It's likely that chains will start acquiring their top apps before they get too expensive
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